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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,559 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,153 | $58,290-8.8% | $98,442-46.0% | $86,799-38.8% |
| Participation rate | 59.4% | 68.3%-8.9pp | 73.3%-14.0pp | 72.3%-12.9pp |
| Annual return | 0.00% | 43.48%-43.5pp | 1492.73%-1492.7pp | 97.91%-97.9pp |
| Employer contribution / active EE | $2,401 | $2,008+19.6% | $2,960-18.9% | $2,405-0.2% |
| Participant deferral / active EE | $5,355 | $3,152+69.9% | $4,276+25.2% | $4,131+29.6% |
| Admin fee / account holder | $254 | $138+84.3% | $5,949-95.7% | $170+49.7% |